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Exchange Bar: Results forecast
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mwekez@ji
#161 Posted : Saturday, February 01, 2014 11:46:19 AM
Rank: Chief

Joined: 5/31/2011
Posts: 5,121
VituVingiSana wrote:
mwekez@ji wrote:
@VVS, +17% is good run rate. May the market tell ;)
We have been spoilt by +30% in the recent past
Last year the industry did +20.6% and we did get some companies managing the super +30%. Even this year we shall get those Drool
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VituVingiSana
#162 Posted : Monday, February 03, 2014 1:48:30 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,375
Location: Nairobi
http://www.businessdaily...1/-/8vn0etz/-/index.html Bad loans jump to Sh80bn over late pay to contractors ... This should make for interesting results if the banks take the hit in their P&L for 2013.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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mwekez@ji
#163 Posted : Monday, February 03, 2014 8:21:18 AM
Rank: Chief

Joined: 5/31/2011
Posts: 5,121
VituVingiSana wrote:
http://www.businessdailyafrica....6/-/q1trawz/-/index.html Bad loans jump to Sh80bn over late pay to contractors ... This should make for interesting results if the banks take the hit in their P&L for 2013.
f*** th gova ... that said, The non-performing loans represent five per cent of the total industry loan book of Sh1.6 trillion in December, a drop from 5.4 per cent in September.
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VituVingiSana
#164 Posted : Monday, February 03, 2014 10:02:50 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,375
Location: Nairobi
mwekez@ji wrote:
VituVingiSana wrote:
http://www.businessdailyafrica....6/-/q1trawz/-/index.html Bad loans jump to Sh80bn over late pay to contractors ... This should make for interesting results if the banks take the hit in their P&L for 2013.
f*** th gova ... that said, The non-performing loans represent five per cent of the total industry loan book of Sh1.6 trillion in December, a drop from 5.4 per cent in September.
Some loans must have been 'restructured' to take them out of the NPL pool. I expect some payments came in from folks (non-construction) who were behind due to the election period. The funds may not be 'lost' since GoK will pay out eventually but the confidence hit is huge.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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mwekez@ji
#165 Posted : Tuesday, February 04, 2014 6:22:18 PM
Rank: Chief

Joined: 5/31/2011
Posts: 5,121
obiero wrote:
mwekez@ji wrote:
mwekez@ji wrote:
BBK FY13 results coming up on Thus, 6 February 2014
KCB's coming up on Thus, 27th February 2014
cheers for the head's up
<3 <3 EABL sets Valentine’​s day to serve 1H14 numbers
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Aguytrying
#166 Posted : Tuesday, February 04, 2014 8:49:28 PM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
mwekez@ji wrote:
obiero wrote:
mwekez@ji wrote:
mwekez@ji wrote:
BBK FY13 results coming up on Thus, 6 February 2014
KCB's coming up on Thus, 27th February 2014
cheers for the head's up
<3 <3 EABL sets Valentine’​s day to serve 1H14 numbers
what on earth or the moon can warrant a company To trade at a pe of 30 and a p/b of 10? well... beer. those who hold this counter must be strong or optimistic
The investor's chief problem - and even his worst enemy - is likely to be himself
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obiero
#167 Posted : Thursday, February 06, 2014 9:44:26 AM
Rank: Elder

Joined: 6/23/2009
Posts: 14,321
Location: nairobi
obiero wrote:
mibbz wrote:
obiero wrote:
mibbz wrote:
obiero wrote:
Here are the full year 2013 PBT figures: Roar 18.9B Equity 18.6B SCBK 13.2 COOP 12.6B BBK 12.45B 11.3B Actual
@Obiero where is the exchange bar forecast for the insurance sector? Britam,CIC,Liberty,Pan Africa and Jubilee....thanks in advance(hoping you shall get them).
@mibbz sorry. i dont have reliable insiders in that financial sub sector..
All the same thanks for the good work on the banks; just wondering what do you think of co-op in 2014 considering they were doing a joint venture with Government of South Sudan and considering the current condition; shall the management retain more earnings to back up existing capital in this venture thus less dividends or?
Coop shall weather the South Sudan storm and will actually post highest increase for banks as per results the forecast. Major advantage is that its operations were relatively young
COOP, IMH, KEGN, KQ, MTNU
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mwekez@ji
#168 Posted : Monday, February 10, 2014 11:39:31 PM
Rank: Chief

Joined: 5/31/2011
Posts: 5,121
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VituVingiSana
#169 Posted : Tuesday, February 11, 2014 2:30:41 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,375
Location: Nairobi
Did @obiero post his expectation for FY 2013?
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Ericsson
#170 Posted : Tuesday, February 11, 2014 1:23:59 PM
Rank: Elder

Joined: 12/4/2009
Posts: 10,820
Location: NAIROBI
EABL is announcing it's half year results on Friday 14 February 2014.
Wealth is built through a relatively simple equation Wealth=Income + Investments - Lifestyle
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269 Pages«<1516171819>»
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